Connect Uptick to monday.com
Send Uptick invoices, tasks, projects and 15 more data types to monday.com on a schedule. Filter by date. Refresh as often as every 15 minutes.
How to connect Uptick and monday.com
5 steps. You can preview the Uptick data in Coupler.io before anything reaches monday.com.
Step 1 of 5
Connect Uptick
Enter your Uptick client ID and client secret. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Uptick data you want in monday.com.
Show 10 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Uptick export.
Step 4 of 5
Connect monday.com
Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Uptick data.
Step 5 of 5
Choose a write mode and schedule
Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.
Each run wipes previously imported data from the board and loads fresh Uptick data.
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Build your Uptick integrations with these destinations
Get the most of Uptick to monday.com integration
Gather data
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18 data types, including Invoices, Tasks, Projects, Task categories and Clients.
With your Uptick client ID and client secret, entered once when you add the connection.
Yes. Set the start date and end date to cover the period you need.
On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Uptick record as an item on it.
Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches monday.com.